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ADG Wealth Management Group, LLC: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADG Wealth Management Group, LLC on IBDT, newest first. How the timeline and the estimate are built.

ADG Wealth Management Group, LLC held 25,003 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,003 shares
    Change vs previous 13F -35 shares

    0.4% of the 13F portfolio, value $631,325.

    13F-HR 0002053824-26-000004 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,038 shares
    Change vs previous 13F +5,038 shares

    0.44% of the 13F portfolio, value $634,213.

    13F-HR 0002053824-26-000002 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,000 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $509,100.

    13F-HR 0002053824-26-000001 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).